ServiceM8 + Zoho Forms

Create new ServiceM8 clients from new Zoho Forms entries

Keep your client information management process efficient and updated with this streamlined workflow. As soon as a form is completed in Zoho Forms, it immediately sets up this data as a new client in ServiceM8. By minimizing manual data entry, this procedure ensures that your client records are consistently up-to-date. Experience a smooth and efficient way to handle your client data via Zoho Forms and ServiceM8.

When this happens...
New Form Entry
Triggers when a new form entry is submitted.
TriggerInstant
automatically do this!
Create Client
Creates a new client.
ActionWrite

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Supported triggers and actions

- FormRequired
Trigger
Instant
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- Job Category
Trigger
Instant
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New Client
Triggers when a new Client is created.
Trigger
Instant
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- Job Category
Trigger
Instant
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- Customer Name
- Job StatusRequired
- Job Address
- Billing Address
- Job Description
- Purchase Order Number
- Work Completed
- Job Contact First Name
- Job Contact Last Name
- Job Contact Phone
- Job Contact Mobile
- Job Contact E-Mail Address
- Billing Contact First Name
- Billing Contact Last Name
- Billing Contact Phone
- Billing Contact Mobile
- Billing Contact E-Mail
Action
Write

- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- QueueRequired
- Job Category
Trigger
Instant
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- Completed By
- Form TypeRequired
Trigger
Instant
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- NameRequired
- Address
- Billing Address
- Fax Number
- Website
- First Name
- Last Name
- Phone Number
- Mobile Number
- E-Mail Address
Action
Write

About ServiceM8

ServiceM8 is a field service app and small business management platform for your computer, iPhone and iPad. Track staff locations, navigate to jobs, and control your estimates, invoicing, scheduling, safety reports, clients & more.

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